Purchases and Sales Made in Q1 2025 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2025. The information is specifically focused on institutions that hold shares of Vertiv Holdings Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25.6K+ 94.27% |
N/A
|
52.8K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.6KNew |
N/A
|
24.6K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.3K+ 356.19% |
N/A
|
31.1K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
23.1K+ 387.57% |
N/A
|
29.1K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
22.9K+ 25.51% |
N/A
|
112K
$9.74M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
22.8KNew |
N/A
|
22.8K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22.2K+ 917.83% |
N/A
|
24.6K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
22.1K+ 200.15% |
N/A
|
33.2K
$2.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.4K+ 2272.53% |
N/A
|
22.4K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
21K+ 123.53% |
N/A
|
38K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 148457.14% |
N/A
|
20.8K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
20.6KNew |
N/A
|
20.6K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20K+ 41.23% |
N/A
|
68.7K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Valliance Asset Management LTD
|
BUY
|
- |
20KNew |
N/A
|
20K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.6K+ 20.34% |
N/A
|
116K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4K+ 12.51% |
N/A
|
175K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
19.4K+ 42.52% |
N/A
|
65K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
19.2K+ 55.15% |
N/A
|
54K
$4.68M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
19.1K+ 18.66% |
N/A
|
121K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
18.4K+ 43.4% |
N/A
|
60.8K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.3K+ 18.98% |
N/A
|
108K
$9.39M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16K+ 160.25% |
N/A
|
26K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
16KNew |
N/A
|
16K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.6K+ 23.12% |
N/A
|
83K
$7.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
15.3K+ 3.98% |
N/A
|
400K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 3.24% |
N/A
|
481K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15.1K+ 95.52% |
N/A
|
30.9K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14K+ 5.71% |
N/A
|
259K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
13.8K+ 33.21% |
N/A
|
55.4K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.3K+ 23.05% |
N/A
|
71.2K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.1K+ 39.81% |
N/A
|
46.1K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
13.1K+ 3.4% |
N/A
|
399K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 30.77% |
N/A
|
55.3K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12K+ 68.94% |
N/A
|
29.4K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5K+ 22.5% |
N/A
|
62.5K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 39.53% |
N/A
|
40.1K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 46.97% |
N/A
|
34.4K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10.7K+ 43.01% |
N/A
|
35.6K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.7K+ 33.88% |
N/A
|
42.3K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6K+ 170.06% |
N/A
|
16.8K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$902K
|